Pricing
Simple per-file pricing. Month to month.
One price per client file, per month. No minimum term, and you keep every file if you leave.
Pick a tier per client.
Per client file, per month. Month to month. You keep every file if you leave.
| Tier | What it covers | Price, per client, per month |
|---|---|---|
| Standard | 1 entity, up to 3 accounts | $295 |
| Plus | Up to 6 accounts or 2 sales channels | $495 |
| Complex | Multi-entity | From $795 |
You set your own price to your client. Firms commonly mark up white-label work 30 to 50%. Source: Steph's Books
- The Close Engine
- The Review Pack
- The Close Board
- 5-Day Start
- Tax Season Surge
- Day-60 Time-Back Review
- Closed by business day 5, or that client's month is free.
- If your reviewer finds our error, it's fixed in 24 hours and that month is free.
- Not getting time back after 30 days? Month one is refunded in full.
The Close Engine
Client-specific categorization rules, automatic reconciliation matching, variance checks, and a two-step quality check: the bookkeeper, then an ACCA-qualified reviewer.
The Review Pack
One page per client per month: what changed, what was flagged and why, and every open question in one list.
The Close Board
Live status of every file, so nobody has to ask where a file is.
5-Day Start
First files live within 5 business days. No interviews, no training.
Tax Season Surge
Extra capacity January to April at the same per-file price. No new contract.
Day-60 Time-Back Review
A map of where your firm still loses hours, and what could be automated next.
Add-ons
| Add-on | What it does | Price |
|---|---|---|
| Client Chase | We chase your clients for missing documents, under your firm's name. | $95 per client per month |
| Year-End Catch-Up | We fix behind or messy books before tax season. | Fixed quote |
The math on one client.
Bill a client $600 a month for bookkeeping. A Standard file costs you $295. You keep $305, and your team never touched it.
You keep every file if you leave. No minimum term.
Try it on one client first.
Send us one client's last month. We close it in 72 hours and send back the Review Pack plus a Time-Back Report projecting the hours you'd save across your whole book.